INTELLIGENT WEALTH MANAGEMENT Trademark

Trademark Overview

On Thursday, April 4, 2019, a trademark application was filed for INTELLIGENT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the INTELLIGENT WEALTH MANAGEMENT trademark a serial number of 88371507. The federal status of this trademark filing is REGISTERED as of Tuesday, May 25, 2021. This trademark is owned by PagnatoKarp Partners, LLC. The INTELLIGENT WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
intelligent wealth management

General Information

Serial Number88371507
Word MarkINTELLIGENT WEALTH MANAGEMENT
Filing DateThursday, April 4, 2019
Status700 - REGISTERED
Status DateTuesday, May 25, 2021
Registration Number6364954
Registration DateTuesday, May 25, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 28, 2020

Trademark Statements

Goods and ServicesFinancial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 22, 2019
Primary Code036
First Use Anywhere DateMonday, June 15, 2020
First Use In Commerce DateMonday, June 15, 2020

Trademark Owner History

Party NameCRESSET ADMINISTRATIVE SERVICES CORPORATION
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606
Party NameCRESSET ADMINISTRATIVE SERVICES CORPORATION
Party Type21 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606
Party NamePagnatoKarp Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20190
Party NamePagnatoKarp Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20190

Trademark Events

Event DateEvent Description
Monday, April 22, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, April 8, 2019NEW APPLICATION ENTERED
Friday, June 14, 2019ASSIGNED TO EXAMINER
Monday, June 17, 2019NON-FINAL ACTION WRITTEN
Thursday, December 26, 2019ASSIGNED TO LIE
Monday, June 17, 2019NON-FINAL ACTION E-MAILED
Monday, June 17, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 17, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 17, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 17, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 23, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 28, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, January 8, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 28, 2020PUBLISHED FOR OPPOSITION
Monday, September 14, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 24, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, September 14, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, September 14, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, September 15, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Tuesday, September 15, 2020WITHDRAWAL OF ATTORNEY GRANTED
Thursday, September 17, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, September 17, 2020SOU TEAS EXTENSION RECEIVED
Thursday, September 17, 2020SOU EXTENSION 1 FILED
Thursday, September 17, 2020SOU EXTENSION 1 GRANTED
Thursday, September 17, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 17, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 17, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, September 19, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 7, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, March 19, 2021TEAS STATEMENT OF USE RECEIVED
Friday, March 19, 2021USE AMENDMENT FILED
Saturday, April 3, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, April 3, 2021STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 20, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, October 13, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, April 21, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 25, 2021REGISTERED-PRINCIPAL REGISTER
Wednesday, September 22, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, June 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

management wealth intelligent financial services analysis consultation consulting investment namely asset planning